The earnings call presented a mixed outlook with significant challenges in revenue decline, particularly in North America and South America, and the impact of tariffs on costs. However, there were positive developments such as growth in the EMEA region, advancements in product quality, and innovation recognition. Despite these highlights, the substantial revenue and margin pressures, along with geopolitical and market challenges, indicate a cautious outlook.
Company Guidance
During the CNH 2025 Third Quarter Results Conference Call, the company provided detailed guidance and outlook for the remainder of 2025 and into 2026. Despite a 5% decline in consolidated revenues to $4.4 billion, CNH highlighted several key metrics and strategic initiatives. The company reported a 69% year-over-year decrease in industrial adjusted EBIT to $104 million, primarily due to lower industry demand, tariffs, and geographic mix. Adjusted net income was $109 million, with an adjusted EPS of $0.08. CNH's global agriculture segment sales were down 11%, with notable regional variations: North America saw a 29% decline, while EMEA experienced a 16% increase. The company remains committed to its long-term strategy, focusing on expanding product leadership and advancing technology integration. As they look ahead, CNH expects global industry retail demand in 2026 to be flat to slightly down compared to 2025, with a continued focus on maintaining low production levels to manage inventory and improve margins amidst challenging market conditions and tariff impacts. The company’s outlook also includes an expected free cash flow range of $200 million to $500 million and an EPS forecast between $0.44 and $0.50 for the full year.
EMEA Sales Growth
EMEA sales were up 16%, particularly in tractors, especially in Eastern Europe and the Middle East, contributing positively to the segment despite overall global challenges.
Innovation Awards
CNH received two innovation awards, Silver Medals for corn header automation and ForageCam, highlighting advancements in AI and technology integration in agriculture.
Quality Improvements
Year-to-date, quality costs have been reduced by over $60 million, with significant improvements in product development, supply chain, and manufacturing processes.
CNH Industrial (CNH) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CNH Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 07, 2025
$10.26
$9.66
-5.85%
Aug 01, 2025
$12.96
$12.47
-3.78%
May 01, 2025
$11.36
$12.18
+7.22%
Feb 04, 2025
$12.33
$12.50
+1.38%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does CNH Industrial (CNH) report earnings?
CNH Industrial (CNH) is schdueled to report earning on Feb 10, 2026, TBA (Confirmed).
What is CNH Industrial (CNH) earnings time?
CNH Industrial (CNH) earnings time is at Feb 10, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.